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How Zapier works
Zapier makes it easy to integrate iService with Pipedrive - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Interaction" from iService.
Add your action
An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.
You’re connected!
Zapier seamlessly connects iService and Pipedrive, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Interaction TypeRequired
- SegmentRequired
- Topic
- Property
- Property Value
Try ItTriggerPolling- Contact
- SegmentRequired
- TopicRequired
- Note SubjectRequired
- Note BodyRequired
- Public or Private NoteRequired
- Include Ref# in Subject
- Parent Interaction
ActionWrite- Lookup a contact by email/login name in iService.
ActionSearch- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant
- Login TypeRequired
- Login NameRequired
- Contact PropertyRequired
- ValueRequired
ActionWrite- Contact
- SegmentRequired
- TopicRequired
- Ticket SubjectRequired
- Ticket BodyRequired
- Assign to Agent
- Agent Note
- Tag
- Include Ref# in Subject
- Parent Interaction
ActionWrite- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling
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